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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $89.4B AUM 3,862 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3862 New
Page 46 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AKAMAI TECHNOLOGIES INC 20,000,000.0 $19.8M 0.02% NEW $0.99
902 ALAB CALL ASTERA LABS INC Technology 119,000.0 $19.8M 0.02% NEW $166.36 +79.0%
903 CB PUT CHUBB LIMITED Financial Services 63,400.0 $19.8M 0.02% NEW $312.12 +5.8%
904 PHVS PHARVARIS N V Healthcare 711,625.0 $19.7M 0.02% NEW $27.75 +6.1%
905 ALB PUT ALBEMARLE CORP Basic Materials 139,400.0 $19.7M 0.02% NEW $141.44 +20.1%
906 KGC CALL KINROSS GOLD CORP Basic Materials 699,700.0 $19.7M 0.02% NEW $28.16 +1.8%
907 INTU PUT INTUIT Technology 29,700.0 $19.7M 0.02% NEW $662.42 -53.6%
908 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 340,466.0 $19.6M 0.02% NEW $57.69 +28.1%
909 BKU BANKUNITED INC Financial Services 440,545.0 $19.6M 0.02% NEW $44.57 +3.9%
910 ASTS PUT AST SPACEMOBILE INC Technology 269,800.0 $19.6M 0.02% NEW $72.63 +32.5%
911 PCG CALL PG&E CORP Utilities 1,216,500.0 $19.5M 0.02% NEW $16.07 +2.3%
912 KBR KBR INC Industrials 483,913.0 $19.5M 0.02% NEW $40.20 -20.1%
913 MARA HOLDINGS INC 24,500,000.0 $19.4M 0.02% NEW $0.79
914 LBRT LIBERTY ENERGY INC Energy 1,048,570.0 $19.4M 0.02% NEW $18.46 +78.1%
915 EMR CALL EMERSON ELEC CO Industrials 145,800.0 $19.4M 0.02% NEW $132.72 +1.6%
916 PG CALL PROCTER AND GAMBLE CO Consumer Defensive 134,500.0 $19.3M 0.02% NEW $143.31 -0.6%
917 CALL LIONSGATE STUDIOS CORP 2,111,000.0 $19.3M 0.02% NEW $9.13
918 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 113,300.0 $19.2M 0.02% NEW $169.53 +4.8%
919 APH CALL AMPHENOL CORP NEW Technology 142,100.0 $19.2M 0.02% NEW $135.14 -7.6%
920 INTU INTUIT Technology 28,980.0 $19.2M 0.02% NEW $662.42 -53.6%
Page 46 of 194  ·  3,862 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Healthcare 15.3%
Consumer Cyclical 11.6%
Industrials 9.5%
Financial Services 9.0%
Consumer Defensive 4.8%
Communication Services 4.6%
Energy 4.1%
Utilities 3.5%
Basic Materials 2.9%